fbpx

Route planning and optimization

One-way / roundtrip

Bulk geolocation of customers and sales / delivery route planning. Optimize up to 100 stops in a route.

FREE TRIAL

Restrict what reps can see and do

Access to information is key. Granular controls let you customize what each user can see or submit when they visit your customers.

CUSTOM PRODUCT LIST AND ACCESS CONTROL

Limit access to products for each sales rep as well as their ability to collect payments, make invoices, place orders or create estimates.

PRODUCTS LIST PER CUSTOMER

Not all customers purchase all your categories. Limiting what can be sold to each customer will help your reps focus on making the sales you want.

MODIFY RECORDS

Control what can be updated in the field. A popular update rule: Restrict invoice modifications 5 mins after being created.

CUSTOMIZE THE LOOK AND FEEL

Change the admin site color palette to reflect your company image. Add logos, custom invoice templates and product images.

AUTOMATIC TERRITORY MANAGEMENT

Each sales rep gets a dashboard that makes it simple to see who they’ve already visited and who they still need to work on. Sales territory management software made easy!

WHOLESALE ECOMMERCE PLATFORM

Changes sync across the entire inSitu Sales platform, so orders your reps take automatically adjust your B2B eCommerce portal. Take sales anywhere and be confident in your inventory.

ONLINE TEMPLATE EDITOR

Create your own PDF. Print out templates for email or mobile printers.

Customize your PDF invoices. Our software lets you brand your invoice, in addition to the email specifics. Mobile printers like Zebra or Bixolon are also supported. Simple but powerful – use our standard template, or customize your own in the admin dashboard.

TRY NOWREQUEST DEMO
cropped Optimized Screen Shot 2020 03 04 at 8.42.25 AM copy cropped Printer e1537994349399 2 3

Interested in a demo?

REPORTS

Real-time reports Export options

Optimize your outside sales team. Our standard reporting suite offers visibility into your sales data and performance in the field. Need even more power? Enhanced Analytics provides custom reporting, pivot tables, and more.

Learn More About Enhanced Analytics
cropped Image 10 3 19 at 3.38 PM cropped Optimized Screen Shot 2020 03 04 at 11.15.28 AM
cropped Optimized piechart

GPS Tracking

Real-time location of customers, drivers and sales reps in a map. Pinpoint where your field sales invoices are being created.

cropped Optimized Screen Shot 2020 03 04 at 11.22.17 AM 3

Get access to real-time field sales rep tracking. InSitu Sales brings visibility into the minute-by-minute changes in the field, so you can optimize your field sales operations sooner.

Free trial!

Get 14 days of the most powerful field sales software free! No credit card required.

Use it in stand-alone mode or connected

Whether you want to use it by itself or connected with QuickBooks®, SAP or Xero.

cropped Optimized invoice creation 2

View/edit transactions

Easily browse your informationk, download it in PDF and edit it online

cropped Optimized product list 2

Product images

Upload product images and set price lists to your customers and products.

cropped Optimized inventory 5

Manage inventory

Update your quantity-on-hand or make inventory transfers between your warehouses.

Track & Manage Your Outside Sales Team

InSitu Sales makes it simple to work with your outside sales representatives. One simple B2B platform makes it easy to track and manage your business in realtime!

Our intuitive field sales management software connects to QuickBooks®, SAP B1, and Xero, so you can integrate with your existing data and launch quickly. Discover everything the top-rated outside sales app has to offer!